PFG Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

PFG Private Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-512	Closed	-$30K	–	201
2025 Q1	$30K	Hold	512	–	–	0.02%	107
2024 Q4	$30.3K	Hold	512	–	–	0.02%	106
2024 Q3	$30.3K	Hold	512	–	–	0.02%	108
2024 Q2	$28K	Hold	512	–	–	0.02%	109
2024 Q1	$28.8K	Hold	512	–	–	0.02%	105
2023 Q4	$26.5K	Buy	+512	New	+$24.2K	0.02%	99

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Private Wealth Management's RDVY Position: Q2 2025 in Review

PFG Private Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 512 shares — an estimated $30K sold.

PFG Private Wealth Management first reported a position in RDVY in Q4 2023 and held it in 6 quarters. The position peaked at $30.3K in Q3 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

PFG Private Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 512 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $30K.
PFG Private Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and held it in 6 quarters.
PFG Private Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $30.3K in Q3 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.